Review from Robert Lynch
Great way to track investments I use this app every day. Runs great, helpful service.
Can't seem to figure out how to classify unclassified investments. I've emailed them several different times, still not working. I classify them PC "forgets" my manually assigned tickers... Going on for well over a year. Also the Android phone app is very limited. No checking performance against indices or retirement planner. Can't log into the website to do this on mobile either unless you force the webpage to load desktop view or alter the user agent broadcast by your web browser
The current version breaks the investment view on my Google Pixel. It says I don't have any investment accounts linked, but shows my investment balance... I have tried contacting support via the desktop page (they removed the in app feedback option), but have not heard back..., very disappointed. The app used to be excellent, I may have to try to go back to an older version. The web interface and an older version of the app work fine on another phone though.
A lot more reliable and easy-to-use than Mint. Also combines investment monitoring tools and financial advising. The web interface is so slick but the app could use serious visual and design overhaul, especially Material aspects. Sync for particular accounts is excruciatingly slow. Wish they'd stop pestering you with calls for free advising.
Some fundamental issues in the way expenses are assigned prevent proper cash flow modeling. I pay bills (rent, utility etc) directly using bill pay from an investment account. I categorize these as rent or utility etc but the app does not recognize these as expenses for cash flow. This is a fundamental flaw in their product.
Like this app except I can't get the remarks remove, and the alerts removed. Nothing showing to delete after reading. Alert on my for the app does not go away may delete. But I do like the app, just don't want this # one showing on my phone everyday.
Can't connect to an account no matter what I try, so now it's out of sync by 2 weeks. Support is non-responsive...Been well over a week
Updated look and feel.
Custom categories and category editing.
Ability to choose custom date ranges.
Ability to mark a transaction as a duplicate and exclude from reporting.